Searching for tasks

After creating a task, we can search for tasks in the Workspace Management tool. We can search for tasks by using quick search or advanced search.

Note: Search terms can contain a wild card character (asterisk) to increase the scope of the search results. The wild card indicates that all task groups that contain the partial search term should be returned in search results. Wild card searching can help more advanced search users find and display large amounts of search results.

For example, submitting a search for task* returns search results for all tasks that start with the term task, such as task A and task B.

Before beginning

Ensure that we are logged in to the Workspace Management tool as one of the following roles:

• Workspace manager

• Task group approver

• Content contributor

Be aware of the following search limitations:

• Advanced searches with only a status specified do not return any search results. We must use a wildcard search in the name or code field to search for task groups with a specific status.

• Searches with due dates specified do not search on task records, since these due dates do not contain a value.

• Search results are read-only for approvers and contributors.

• Searches for tasks by name with wildcards do not return tasks with no record in the CMFTASKDSC table. Instead, we must search by task code.

Procedure

1. Open the Workspace Management tool.

2. To search for tasks by using quick search:

   1. Click the

      

      Search options arrow on the toolbar and select Task. A search is performed on tasks.

   2. Enter our search term in the toolbar search field and click

      Find.

3. To search for tasks by using advanced search:

   1. Click the

      

      Search options arrow on the toolbar and select Advanced Search. The advanced search page opens.

   2. Click the Task tab. A search is performed on tasks.

   3. Enter our search term in the following fields:

      Code

      The language independent task identifier.

      Name

      The name of the task.

   4. Select from the following search filters:

      Due date

      The due date of the task, which is filtered as a date range by a:

      • Specified From date

      • Specified To date

      Status

      The status of the task, which is filtered by all statuses, or by:

      • Inactive

      • Working

      • Completed

4. The task search results are displayed in a list view and sorted by the following options:

   Property	Description
   Code	The language independent task identifier. This field is read-only.
   Type	An icon that represents the type of business object. This field is read-only.
   Name	The name of the task.
   Status	The status of a task in the workspace. This field is read-only. The task status can be one of To Do , Re-Do , Working , Completed , Pending Approval , Approved , or Canceled .
   Due Date	The year, month, and day for the task to be completed. This is an informational field. This property is read-only.
   Date Completed	The date that the task is marked as completed. This field is read-only.
   Date Approved	The date that the task was approved. This field is read-only.
   Task Group	The name of the task group that the task is associated with. This field is read-only.
   Workspace	The name of the workspace that the task is associated with. This field is read-only.

What to do next

After you search for tasks, we can view workspace tasks and task details.

Related tasks
Creating tasks
Changing tasks
Deleting tasks
Completing tasks
Approving and rejecting task groups
Reactivating tasks
Viewing workspace tasks and task details
Viewing workspace task details
Working on tasks
Adding comments to tasks
Viewing task comments
Viewing task changes